See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,199 | $94,338+57.1% | $100,534+47.4% | $142,382+4.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.48% | 29.20%-10.7pp | 32.66%-14.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,471 | $4,237+99.9% | $4,346+94.9% | $4,299+97.0% |
| Participant deferral / active EE | $27,077 | $5,934+356.3% | $6,144+340.7% | $6,507+316.1% |
| Admin fee / account holder | $578 | $8,421-93.1% | $7,654-92.4% | $12,624-95.4% |